Firm staff
For accountants: add staff to your firm and choose which clients each of them can open.
Invite staff
The firm’s principal (the person who set up the firm) manages staff. Choose Staff in the menu.
- Choose Invite a staff member.
- Enter their email.
- Under Clients they can open, tick the clients they should see, or All clients (which includes any client you add later). Nothing is ticked for you.
- Choose Send invitation.
They get an email, sign in, and land on your firm dashboard seeing only the clients you picked. A person can be on one firm at a time.
What staff can do
Staff work the books of the clients you assign them, the same way you do, and can send a reconnect request for those clients. They cannot see your firm’s billing or the Clients list, invite clients, answer invitations to your firm, change firm settings or manage anyone else on the team.
Change which clients they can open
On Staff, choose Clients next to a person, change the ticks, then choose Save access.
Remove a staff member
On Staff, choose Remove next to the person and confirm. They lose access to every client you assigned them right away. For someone who has not joined yet, choose Cancel invite.